UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile
As of Date 11/15/2024
Adviser Type - Large advisory firm
Number of Employees 31 3.33%
of those in investment advisory functions 19
Registration Kansas, Terminated, 08/15/2014
Other registrations (2)
AUM* 459,772,246 50.92%
of that, discretionary 443,202,197 45.71%
Private Fund GAV* 0
Avg Account Size 200,774 46.18%
% High Net Worth 18.79% -2.09%
SMA’s Yes
Private Funds 1 1
Contact Info 785 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
365M 313M 261M 208M 156M 104M 52M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser CAPRICE CAPITAL PARTNERS, LLC Hedge Fund146.3m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV146.3m AUM330.7m #Funds2
Adviser CUTLER CAPITAL MANAGEMENT Hedge Fund88.0m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV88.0m AUM315.6m #Funds2
Adviser GABLES CAPITAL MANAGEMENT, INC. Hedge Fund12.0m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV12.0m AUM348.9m #Funds1
Adviser MOUNTAINEER PARTNERS MANAGEMENT, LLC Hedge Fund114.8m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV114.8m AUM252.7m #Funds3
Adviser TENERE CAPITAL, LLC Hedge Fund553.9m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV553.9m AUM553.9m #Funds2
Adviser FIRST WILSHIRE SECURITIES MANAGEMENT, INC. Hedge Fund45.7m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV45.7m AUM328.8m #Funds2
Adviser WEBS CREEK CAPITAL MANAGEMENT LP Hedge Fund304.0m Liquidity Fund- Private Equity Fund175.4m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV479.4m AUM642.6m #Funds2
Adviser KANEN WEALTH MANAGEMENT LLC Hedge Fund110.1m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV110.1m AUM292.5m #Funds1
Adviser TRIANGLE PEAK PARTNERS, LP Hedge Fund270.9m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV270.9m AUM316.6m #Funds3
Adviser CORNWALL CAPITAL MANAGEMENT LP Hedge Fund300.9m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV300.9m AUM164.0m #Funds1